iShares Russell 2000 Index shares owned by Next Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Next Capital Management
from 13F filings
Historical chart of Next Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Next Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.4k | 241.94 |
| 2025-06-30 | $953k | 4.4k | 215.78 |
| 2025-03-31 | $916k | 4.6k | 199.48 |
| 2024-12-31 | $998k | 4.5k | 220.96 |
| 2024-09-30 | $997k | 4.5k | 220.89 |
| 2024-06-30 | $925k | 4.6k | 200.38 |
| 2024-03-31 | $922k | 4.4k | 210.30 |
| 2023-12-31 | $1.1M | 5.6k | 200.71 |
| 2023-09-30 | $1.2M | 6.6k | 176.93 |
| 2023-06-30 | $729k | 3.9k | 187.27 |
| 2023-03-31 | $694k | 3.9k | 178.40 |
| 2022-12-31 | $586k | 3.4k | 174.30 |
| 2022-09-30 | $522k | 3.2k | 164.77 |
| 2022-06-30 | $536k | 3.2k | 169.19 |
| 2022-03-31 | $619k | 3.0k | 205.17 |
| 2021-12-31 | $684k | 3.1k | 222.37 |
| 2021-09-30 | $625k | 2.9k | 218.68 |
| 2021-06-30 | $640k | 2.9k | 223.93 |
| 2021-03-31 | $547k | 2.5k | 221.10 |
| 2020-12-31 | $485k | 2.5k | 196.04 |
| 2020-09-30 | $371k | 2.5k | 149.96 |
| 2020-06-30 | $381k | 2.7k | 143.07 |
| 2020-03-31 | $351k | 3.1k | 114.56 |
| 2019-09-30 | $891k | 7.3k | 122.22 |
| 2019-06-30 | $969k | 6.2k | 155.61 |
| 2019-03-31 | $975k | 6.4k | 153.01 |
| 2018-12-31 | $952k | 7.3k | 129.81 |